SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.7B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$46.6M
3
+$35.7M
4
PLNT icon
Planet Fitness
PLNT
+$24.4M
5
SCI icon
Service Corp International
SCI
+$14.3M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.1M
4
COST icon
Costco
COST
+$12.1M
5
ATVI
Activision Blizzard
ATVI
+$10.6M

Sector Composition

1 Consumer Discretionary 9.9%
2 Technology 8.96%
3 Financials 5.14%
4 Communication Services 3.4%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.4M 0.43%
+497,008
52
$22.9M 0.4%
161,631
+2,102
53
$22.9M 0.4%
436,137
-2,088
54
$22.4M 0.39%
335,815
+3,607
55
$22M 0.39%
296,015
+42,160
56
$21.9M 0.38%
674,654
+32,029
57
$21.6M 0.38%
117,142
+23,901
58
$20.6M 0.36%
101,834
+9,714
59
$20.6M 0.36%
433,670
+15,654
60
$19.2M 0.34%
437,435
+40,111
61
$18.9M 0.33%
561,431
+421,043
62
$17.7M 0.31%
542,334
-3,259
63
$17.6M 0.31%
753,179
+86,697
64
$17.5M 0.31%
54,084
+6,248
65
$17.4M 0.31%
700,553
-11,291
66
$17.3M 0.3%
673,478
+75,494
67
$17.1M 0.3%
101,038
+11,826
68
$17M 0.3%
338,842
-17,379
69
$16.3M 0.29%
234,000
+28,537
70
$16M 0.28%
591,446
-100,951
71
$16M 0.28%
63,867
+2,638
72
$15.6M 0.27%
66,581
-3,538
73
$15.4M 0.27%
76,420
+377
74
$15.2M 0.27%
87,098
+5,170
75
$15.1M 0.27%
374,618
+22,975
1 2
3
4 5